Civic Intelligence

Gilbert Insurance Agency Inc.

Plan context: Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust

EIN 31-0983095 • Hamilton, OH • 12 filings • 3 plans

P.O. Box 13139Hamilton, OH 45013-0139
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$2,648,283

2017 Contributions

$56,155

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,648,283$1,324,142$0199920052016YearValue
$2,648,283Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630199920052016YearValue
6Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$56,155-
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-0$0$56,155-
201616$2,648,283$96,510$16,085iApproximate average salary by contribution assumption: employee only about $402,125 at 4% or $268,083 at 6%; with 50% employer match about $268,083 at 4% or $178,722 at 6%; with 100% employer match about $201,063 at 4% or $134,042 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$2,648,283$96,510$16,085iApproximate average salary by contribution assumption: employee only about $402,125 at 4% or $268,083 at 6%; with 50% employer match about $268,083 at 4% or $178,722 at 6%; with 100% employer match about $201,063 at 4% or $134,042 at 6%.
201516$2,420,031$75,517$12,586iApproximate average salary by contribution assumption: employee only about $314,654 at 4% or $209,769 at 6%; with 50% employer match about $209,769 at 4% or $139,846 at 6%; with 100% employer match about $157,327 at 4% or $104,885 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$2,420,031$75,517$12,586iApproximate average salary by contribution assumption: employee only about $314,654 at 4% or $209,769 at 6%; with 50% employer match about $209,769 at 4% or $139,846 at 6%; with 100% employer match about $157,327 at 4% or $104,885 at 6%.
201416$2,515,868$59,789$9,965iApproximate average salary by contribution assumption: employee only about $249,121 at 4% or $166,081 at 6%; with 50% employer match about $166,081 at 4% or $110,720 at 6%; with 100% employer match about $124,560 at 4% or $83,040 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$2,515,868$59,789$9,965iApproximate average salary by contribution assumption: employee only about $249,121 at 4% or $166,081 at 6%; with 50% employer match about $166,081 at 4% or $110,720 at 6%; with 100% employer match about $124,560 at 4% or $83,040 at 6%.
201316$2,404,516$76,225$12,704iApproximate average salary by contribution assumption: employee only about $317,604 at 4% or $211,736 at 6%; with 50% employer match about $211,736 at 4% or $141,157 at 6%; with 100% employer match about $158,802 at 4% or $105,868 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$2,404,516$76,225$12,704iApproximate average salary by contribution assumption: employee only about $317,604 at 4% or $211,736 at 6%; with 50% employer match about $211,736 at 4% or $141,157 at 6%; with 100% employer match about $158,802 at 4% or $105,868 at 6%.
200615$1,926,064$90,652$18,130iApproximate average salary by contribution assumption: employee only about $453,260 at 4% or $302,173 at 6%; with 50% employer match about $302,173 at 4% or $201,449 at 6%; with 100% employer match about $226,630 at 4% or $151,087 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-5$1,926,064$90,652$18,130iApproximate average salary by contribution assumption: employee only about $453,260 at 4% or $302,173 at 6%; with 50% employer match about $302,173 at 4% or $201,449 at 6%; with 100% employer match about $226,630 at 4% or $151,087 at 6%.
200516$1,753,860$44,292$7,382iApproximate average salary by contribution assumption: employee only about $184,550 at 4% or $123,033 at 6%; with 50% employer match about $123,033 at 4% or $82,022 at 6%; with 100% employer match about $92,275 at 4% or $61,517 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$1,753,860$44,292$7,382iApproximate average salary by contribution assumption: employee only about $184,550 at 4% or $123,033 at 6%; with 50% employer match about $123,033 at 4% or $82,022 at 6%; with 100% employer match about $92,275 at 4% or $61,517 at 6%.
200316$1,608,381$39,205$6,534iApproximate average salary by contribution assumption: employee only about $163,354 at 4% or $108,903 at 6%; with 50% employer match about $108,903 at 4% or $72,602 at 6%; with 100% employer match about $81,677 at 4% or $54,451 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$1,608,381$39,205$6,534iApproximate average salary by contribution assumption: employee only about $163,354 at 4% or $108,903 at 6%; with 50% employer match about $108,903 at 4% or $72,602 at 6%; with 100% employer match about $81,677 at 4% or $54,451 at 6%.
200216$1,489,227$40,208$6,701iApproximate average salary by contribution assumption: employee only about $167,533 at 4% or $111,689 at 6%; with 50% employer match about $111,689 at 4% or $74,459 at 6%; with 100% employer match about $83,767 at 4% or $55,844 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$1,489,227$40,208$6,701iApproximate average salary by contribution assumption: employee only about $167,533 at 4% or $111,689 at 6%; with 50% employer match about $111,689 at 4% or $74,459 at 6%; with 100% employer match about $83,767 at 4% or $55,844 at 6%.
200116$1,552,620$30,540$5,090iApproximate average salary by contribution assumption: employee only about $127,250 at 4% or $84,833 at 6%; with 50% employer match about $84,833 at 4% or $56,556 at 6%; with 100% employer match about $63,625 at 4% or $42,417 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$1,552,620$30,540$5,090iApproximate average salary by contribution assumption: employee only about $127,250 at 4% or $84,833 at 6%; with 50% employer match about $84,833 at 4% or $56,556 at 6%; with 100% employer match about $63,625 at 4% or $42,417 at 6%.
200016$1,473,100$30,286$5,048iApproximate average salary by contribution assumption: employee only about $126,192 at 4% or $84,128 at 6%; with 50% employer match about $84,128 at 4% or $56,085 at 6%; with 100% employer match about $63,096 at 4% or $42,064 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-6$1,473,100$30,286$5,048iApproximate average salary by contribution assumption: employee only about $126,192 at 4% or $84,128 at 6%; with 50% employer match about $84,128 at 4% or $56,085 at 6%; with 100% employer match about $63,096 at 4% or $42,064 at 6%.
199915$1,405,207$28,470$5,694iApproximate average salary by contribution assumption: employee only about $142,350 at 4% or $94,900 at 6%; with 50% employer match about $94,900 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%.
Gilbert Insurance Agency Inc. Profit Sharing Plan and Trust-5$1,405,207$28,470$5,694iApproximate average salary by contribution assumption: employee only about $142,350 at 4% or $94,900 at 6%; with 50% employer match about $94,900 at 4% or $63,267 at 6%; with 100% employer match about $71,175 at 4% or $47,450 at 6%.